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Cloud Computing

Cloud computing rents out servers, storage, and software rather than selling hardware for a customer to run in its own building. It turned technology spending from a capital project into a monthly bill, and the platforms that host it have become critical infrastructure in their own right.

64 stocks

Edge Computing

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1651	Strategic Financial Services Utica, New York	$11.8M	-$1.4M	4	2.75%	Reduced
1652	BG Bollard Group Boston, Massachusetts	$11.8M	+$2.34M	7	0.95%	Increased
1653	BWAM Boyd Watterson Asset Management Cleveland, Ohio	$11.8M	+$229K	5	5.71%	Increased
1654	Atlantic Union Bankshares Glen Allen, Virginia	$11.8M	+$41.8K	5	4.9%	Increased
1655	AIA Group Hong Kong	$11.8M	+$3.88M	1	11.66%	Increased
1656	Buckingham Capital Management (Ohio) Dayton, Ohio	$11.8M	+$1.32M	3	3.21%	Increased
1657	DR Davis Rea Toronto, Ontario, Canada	$11.7M	-$123K	3	8.52%	Reduced
1658	MTM Millennium TVP Management New York	$11.7M	$0	1	12.13%	Maintained
1659	RAA RWC Asset Advisors Miami, Florida	$11.7M	-$1.31M	1	8.28%	Reduced
1660	WCMN Westchester Capital Management (Nebraska) Omaha, Nebraska	$11.7M	+$163K	3	5.25%	Increased
1661	MLIM Mountain Lake Investment Management Boca Raton, Florida	$11.7M	-$555K	1	8.01%	Reduced
1662	MCM Matarin Capital Management New York	$11.5M	-$45.3K	3	1.61%	Reduced
1663	Leavell Investment Management Mobile, Alabama	$11.5M	+$1.37M	5	1.73%	Increased
1664	CC Cognios Capital Leawood, Kansas	$11.5M	+$993K	6	4.29%	Increased
1665	TRIM Thompson Rubinstein Investment Management Portland, Oregon	$11.5M	+$2.95M	3	4.68%	Increased
1666	Toth Financial Advisory Leesburg, Virginia	$11.5M	+$198K	5	3.75%	Increased
1667	BAM Bruderman Asset Management Locust Valley, New York	$11.4M	+$4.1M	8	3.97%	Increased
1668	TCI Wealth Advisors Tucson, Arizona	$11.4M	-$479K	9	6.34%	Reduced
1669	Evergreen Capital Management Bellevue, Washington	$11.4M	-$5.06M	4	2.62%	Reduced
1670	STB S&T Bank Indiana, Pennsylvania	$11.4M	-$481K	1	1.9%	Reduced
1671	RA RiverPark Advisors New York	$11.4M	+$571K	3	5.37%	Increased
1672	WCM Weik Capital Management Wyomissing, Pennsylvania	$11.4M	-$731K	4	6.86%	Reduced
1673	SC Scholtz & Company Stamford, Connecticut	$11.3M	+$5.07M	3	11.27%	Increased
1674	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$11.3M	+$415K	2	7.34%	Increased
1675	Signet Financial Management Parsippany, New Jersey	$11.2M	-$645K	5	2.37%	Reduced